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Financial Advisor

Saltmarsh
Orlando, FL Full Time
POSTED ON 11/24/2025 CLOSED ON 12/24/2025

What are the responsibilities and job description for the Financial Advisor position at Saltmarsh?

Who We Are

About Ascend

At Ascend, we understand the struggles that accounting & finance professionals face in traditional public accounting firms - from rigid hierarchies, overwhelming workloads, and the elusive work-life balance. It’s time for a transformative change. We believe your ambition should not be constrained by outdated practices or opaque career paths. Here, you're not just a number; you’re a valued member of a community that supports & celebrates your professional & personal fulfillment. Our mission is to transform the public accounting experience into one where work-life harmony is a reality, and where your career advancement is supported by a nurturing network and comprehensive resources.

Ascend empowers entrepreneurial CPAs to reach their goals with an innovative growth model that brings our partner firms into the new age. Backed by private equity from people-focused Alpine Investors, Ascend is building a modern platform for regional accounting firms that enables them to stay independent while having access to resources of a large CPA firm. These resources include growth capital, robust talent acquisition, best-of-breed technology, a catalytic leadership system, shared back-office services, and modernized equity incentives.

Founded in January 2023, Ascend attained revenues sufficient to qualify it as a Top 100 U.S. accounting firm within six months of operation. Explore Ascend, where your career soars without sacrificing your quality of life.

Elevate your career at Saltmarsh!

Saltmarsh is looking for a dynamic and experienced Senior Tax Manager to join our team! This is your opportunity to grow with a firm that values personal and professional development, supports career advancement, and fosters a collaborative, people-first culture.

At Saltmarsh, we take pride in delivering legendary service to our clients while investing in our relationships with both clients and colleagues. If you're passionate about excellence and looking to take your career to the next level, this role is for you.

What You’ll Do

As a Senior Tax Manager, you will:

  • Advise clients on tax strategies to achieve their business objectives while minimizing costs
  • Prepare and review complex federal, state, and local tax returns for individuals, partnerships, and corporations across diverse industries
  • Serve as the primary client contact for complex tax matters, offering solutions and identifying potential risks or policy changes
  • Lead and mentor managers and staff, providing guidance, performance feedback, and career development support
  • Manage engagements by ensuring quality, meeting deadlines, and effectively collaborating with team members
  • Build lasting relationships with clients and expand your network through active involvement in industry, civic, and social organizations
  • Stay ahead of tax regulations and bring innovative, practical solutions to client challenges

Who You Are

We’re looking for a leader with:

  • Bachelor’s degree in accounting (Master’s preferred)
  • CPA strongly preferred (EA accepted if CPA is not held)
  • 10 years of public accounting tax experience (supervisory experience strongly preferred)
  • Experience with project management
  • Excellent analytical, interpersonal, oral, and written communication skills
  • A proven track record of mentoring, teamwork, and delivering exceptional client service
  • Proficiency in
    • CCH Engagement
    • CCH Axcess
    • QuickBooks (or similar software)
    • Microsoft Office
What We Offer

Saltmarsh invests in their employees' growth, development, and work-life balance by offering:

  • Firm-paid CPE
  • Leadership opportunities
  • Sabbatical program
  • Unlimited PTO
  • 12 firm-paid holidays
  • Flexible remote work options
  • Major medical, dental, and vision insurance
  • Employer-paid life insurance
  • Long-term disability coverage
  • 401(k) with profit sharing
  • Equity program for Senior Managers and top performing Managers

Location

Saltmarsh offers the flexibility of a hybrid and remote optional work environment with offices in Pensacola, Tampa, and Orlando.

Saltmarsh is not just a place to work; it's a place to thrive. Ready to grow your career and make an impact? Join us and discover the difference of being part of the Saltmarsh family.

Apply now and let’s build something amazing together!

How To Apply

Submit your information in the application section directly below! This will include:

  • Basic contact information
  • Resume/CV and optional cover letter upload
  • Work eligibility and compensation
  • Voluntary demographic & self-ID questions

For further questions or inquiries about the role, please reach out to Olivia Riley, Sr. Recruiter at olivia.riley@ascendtogether.com.

At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.
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Salary.com Estimation for Financial Advisor in Orlando, FL
$90,327 to $113,893
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